for BFSI

The common scenario in the Banking and the financial sector is – an extensive range of unsatisfied customers because of poor or incomplete customer support service. Also, for the industry it becomes difficult to handle thousands of queries everyday for complaints , request , registration, etc. Here comes the need of a chatbot which is redefining banking and insurance processes by providing an interactive chat platform to users on a round the clock basis.

Where banking, finance service and insurance are struggling

Banking and insurance Industry typically have to deal with a large customer base hence, to resolve each and every query in real-time is a big challenge today. Also, insurance, by nature, is a tough product for customers to understand, so in this category, explaining about the term and plans using an interactive platform is not easy.

Chatbot improves Customer Satisfaction and increases User Acquisition

A banking bot acts like a self-service tool for end customers. Right from account access, product description, premium calculation to renewal of policy, a bot can do it all for consumers. Moreover, this live agent addresses all queries such as account update, fund details and statements etc. on a round the clock basis. This interactive chat platform also offers various products and plans to generate viable user interest.

How Helps

Customer Satisfaction is a key to success and paves a way for this!

Account Queries helps in enquiring about account balance, mini or detailed statement and fund transfer.

Request for Service/ Product gives an interactive platform through which user can easily raise a request for any service or product such as policy details ,debit card, passbook and cheque book etc.

Purchase and Renew provides an engaging and directional assistance to users while they are planning to make a purchase decision for policy or to renew it.

24/7 Customer Support

For basic or some advanced level queries, helps users at first level of customer service that too on a round the clock basis. In case, if user is not satisfied with response, a service number is issued to him to track the complaint status.